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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFIPS
576
Towarzystwo Funduszy Inwestycyjnych PZU SA
$2.59K -$24.1K -160 -89%
CT
577
Colonial Trust
South Carolina
$2.59K -$1.81K -12 -38%
LI
578
LRI Investments
Florida
$2.46K -$4.52K -30 -61%
IA
579
IFG Advisory
Georgia
$2.46K +$2.86K +19 New
SWM
580
SHP Wealth Management
Massachusetts
$2.21K -$452 -3 -15%
UFPG
581
United Financial Planning Group
New York
$2.2K – – –
APFP
582
Action Point Financial Planning
Michigan
$2.2K +$2.71K +18 New
CFM
583
Cornerstone Financial Management
Massachusetts
$2.07K -$2.56K -17 -52%
PF
584
PlanVest Financial
Maryland
$2.07K – – –
SSG
585
Summit Securities Group
New York
$2.07K +$602 +4 +33%
NSIM
586
North Star Investment Management
Illinois
$2.07K +$1.81K +12 +300%
JWA
587
JFS Wealth Advisors
Pennsylvania
$1.81K -$1.96K -13 -48%
NL
588
NVWM LLC
Pennsylvania
$1.81K -$1.05K -7 -33%
HNW
589
High Note Wealth
Minnesota
$1.81K – – –
DRP
590
Decker Retirement Planning
Utah
$1.81K +$2.11K +14 New
OC
591
Oakworth Capital
Alabama
$1.74K – – –
PJC
592
Phillip James Consulting
Minnesota
$1.69K – – –
SC
593
SouthState Corp
Florida
$1.56K -$1.81K -12 -50%
BGAI
594
Bruce G. Allen Investments
Colorado
$1.55K -$3.16K -21 -64%
BFPW
595
BOK Financial Private Wealth
Colorado
$1.43K +$1.66K +11 New
NEWAS
596
N.E.W. Advisory Services
Wisconsin
$1.43K +$1.66K +11 New
AAG
597
Armstrong Advisory Group
Massachusetts
$1.3K -$2.86K -19 -66%
WWM
598
Wolff Wiese Magana
California
$1.3K +$1.51K +10 New
DAM
599
Delta Asset Management
Tennessee
$1.3K – – –
TCM
600
TD Capital Management
Tennessee
$1.3K – – –
22 23
24
25 26